$14.7M Total AUM
$7.9M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
12 yrs Firm Age
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- Custodian
- Altruist ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Zenith signalQuantum
- Established Date
- 02-10-2014
- Office Locations
- 1
Office Locations
-- Lewes DE
About ECT Advisory, LLC
ECT Advisory, LLC is a Lewes-based RIA. The firm has been operating for 12 years. Managing $14.7M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Pershing. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$14.7M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Asset Classes
Beacon Horizon
Custodian
Vital Ember wave Unison glacier Optima Pathway
Investment Themes
Beacon summit Harbor Value
Investment Vehicles
Signal matrix
Services
Insight vector Vector oak Zenith Ridge delta Legacy eagle
Technology
Unison Optima
Owner & Executives
E
ERIC PORTER STONE
Partner, President
- CRD
- #4923954
- Ownership
- 75% or more
(203) 937-5711
beacon.foundation@foundationcapital.com
in linkedin.com/in/ember-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,935,209 | -- |
| Non-Discretionary | $6,765,661 | -- |
| Total | $14,700,870 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,700,870
Public Funds:
47.2% Equity - Exchange:
32.0% Cash:
20.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $566,020,370 | 47.2% |
| Equity - Exchange | $383,742,624 | 32.0% |
| Cash | $249,432,705 | 20.8% |
| Total | $1,199,195,699 | 100.0% |